This report provides a real-time view of your sales activity, allowing you to track progress as projects move through each stage of your workflow. Because the data is continuously updated, you can monitor performance at any time and make informed decisions based on the most current information available.



Table of Contents



Overview


Navigate to Sales Module / Sales Home / Company-wide Sales.


a. Show numbers for all Locations or adjust to a specific Location using this dropdown.

b. Use the checkboxes to choose whether Shipping, Postage, and Tax are included. 

Note: By default, Shipping and Postage are part of the Estimate or Order subtotal.

c.The number in parentheses represents the total quantity of Estimates or Orders.  

d. The number pre-fixed by a currency symbol represents the total amount of those Estimates or Orders.

e. Clicking Refresh Data will run the report and give you the most up to date numbers.




Helpful Definitions

  • New Customers - Number of new Customers created.
  • New Estimates - Number of new Estimates created and their combined subtotals.
  • Cancelled Estimates - Number ofEstimates cancelled and their combined subtotals.
  • Converted Estimates - Number of Estimates converted to Orders and their combined subtotals.
  • New Orders - Number of new Orders created and their combined subtotals. This does not include Converted Estimates.
  • Total New Orders - Number of new Orders created and their combined subtotals. This includes New Orders and Converted Estimates.
  • Voided (Pre-Completed) - Number of Orders voided before completion and their combined subtotals.
  • Completed Orders - Number of Orders completed and their combined subtotals.
  • Voided (Post-Completed) - Number of Orders voided after completion and their combined subtotals.
  • Net Completed Orders - Number of Completed Orders minus the number of Voided (Post-Completed) orders, and their combined subtotals.
  • Collected - Total payments applied to Orders.



Helpful Tips

  • Company-Wide Totals are displayed in easy-to-view time periods, including Today, Yesterday, This Month, Last Month, This Year, and Last Year.
  • Company-Wide Totals can be used as a quick overview rather than pulling a detailed report.
  • All totals are based on specific Order dates. For example, the Total New Orders amount reflects the Order’s Created Date, while the Completed Orders amount is tied only to the Completed Date, not the Created Date.
  • When looking at this Report, Last Week is considered the week prior from Sunday through Saturday.